For Entrepreneurs and Business Owners

Whether you are just starting a side hustle, growing your enterprise, or running steadily, you have unique needs that require careful planning, so your business isn’t stranded if something happens to you tomorrow. 

 There is a famous story from Sam Walton’s autobiography, Made in America, that he did his estate planning back in the early 1950s, long before Wal-Mart was the empire that it is today.  Planning for tax minimization long before he needed it and then staying up to date enabled the family to pass on enormous wealth.  Furthermore, estate planning for an enormous empire was one way he used visualization to enhance his growth mindset and increase his business.  Estate planning for your business is critical to seeing the big picture.

We know you are busy and estate planning may fall down the to-do list but imagine using this planning process to establish systems that will make running your business now, long before someone else needs to step into those systems when you are unable to run the business.  Systems that organize your financial and digital information that can help you grow.

We understand where you are coming from because we had to plan for the what-ifs of our business too.